See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,206 | $99,020+86.0% | $86,590+112.7% | $147,584+24.8% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 13.72% | 1312.34%-1298.6pp | 964.84%-951.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $14,021 | $3,132+347.7% | $2,839+393.8% | $4,876+187.5% |
| Participant deferral / active EE | $8,810 | $3,972+121.8% | $3,609+144.1% | $5,439+62.0% |
| Admin fee / account holder | $26,312 | $5,710+360.8% | $4,906+436.4% | $10,885+141.7% |